Position in BE
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$550,301,029
+$250,613,411 QoQ
Shares Held
1,817,975
-17.8% QoQ
Ownership
0.639%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#26
of 1,277 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 59%
Shared 0%
None 41%
Common Shares in BE Over Time
Shares Held
Position Value (USD)
Derivatives in BE
reported options exposure · as of Sep 30, 2025CallValue
$13,531,200
CallShares
160,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $4,667,382,714 across 28 Electrical Equipment & Parts names. BE ranks #2 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VRT |
Vertiv Holdings Co
|
8,280,709 | $2,772,546,984 | |
| 2 | BE |
Bloom Energy Corp
This page
|
1,817,975 | $550,301,029 | |
| 3 | AEIS |
Advanced Energy Industries Inc
|
1,025,403 | $382,342,014 | |
| 4 | NVT |
nVent Electric plc
|
1,844,177 | $312,790,857 | |
| 5 | HUBB |
Hubbell Inc
|
391,663 | $204,918,078 | |
| 6 | AYI |
Acuity Inc. (De)
|
281,470 | $106,018,488 | |
| 7 | ENS |
EnerSys
|
362,239 | $84,698,721 | |
| 8 | POWL |
Powell Industries Inc
|
189,745 | $54,335,376 |
All Filings in BE
Export CSV
33 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $550,301,029 | 1,817,975 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $299,687,618 | 2,211,880 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $181,185,717 | 2,085,231 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $224,672,295 | 2,656,643 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $13,531,200 | 160,000 | Call | Defined | 2026-02-03 | |
| 2025-06-30 | $4,540,016 | 189,800 | Call | Defined | 2025-08-14 | |
| 2025-06-30 | $58,115,718 | 2,429,587 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $38,083,737 | 1,937,118 | Shares | Defined | 2025-05-15 | |
| 2025-03-31 | $585,868 | 29,800 | Call | Defined | 2025-05-15 | |
| 2024-12-31 | $28,289,984 | 1,273,750 | Shares | Defined | 2025-02-14 | |
| 2024-12-31 | $12,921,778 | 581,800 | Put | Defined | 2025-02-14 | |
| 2024-09-30 | $4,306,547 | 407,817 | Shares | Defined | 2025-03-18 | |
| 2024-06-30 | $36,219,945 | 2,959,146 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $3,800,873 | 338,156 | Shares | Defined | 2025-03-18 | |
| 2024-03-31 | $768,816 | 68,400 | Put | Defined | 2024-05-15 | |
| 2023-12-31 | $1,012,320 | 68,400 | Put | Defined | 2024-02-14 | |
| 2023-12-31 | $21,080,215 | 1,424,339 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $24,046,291 | 1,813,446 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $20,004,254 | 1,223,502 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $23,356,661 | 1,171,935 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $20,556,235 | 1,075,117 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $23,497,862 | 1,175,481 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $17,620,068 | 1,067,883 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $30,326,747 | 1,255,766 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $23,441,896 | 1,068,942 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $26,388,777 | 1,409,657 | Shares | Defined | 2021-11-15 | |
| 2021-09-30 | $936,000 | 50,000 | Call | Defined | 2021-11-15 | |
| 2021-06-30 | $31,494,969 | 1,172,124 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $19,342,126 | 715,051 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $7,169,266 | 250,149 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $6,427,956 | 357,705 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,512,332 | 230,913 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,780,751 | 340,488 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||